Create Sierra Interactive leads from new Clio contacts
Easily manage your leads by connecting Clio and Sierra Interactive with this efficient workflow. Whenever a new contact is added in Clio, it will search for a lead in Sierra Interactive, ensuring your client information is up-to-date and accessible. Save time on manual data entry and focus on delivering exceptional client service with this seamless integration.
Easily manage your leads by connecting Clio and Sierra Interactive with this efficient workflow. Whenever a new contact is added in Clio, it will search for a lead in Sierra Interactive, ensuring your client information is up-to-date and accessible. Save time on manual data entry and focus on delivering exceptional client service with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Find Lead
Find lead in your Sierra account.
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